AWE
Avidian Wealth Enterprises’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,395
| Closed | -$298K | – | 482 |
|
|
2022
Q4 | $298K | Sell |
4,395
-1,329
| -23% | -$90.2K | 0.02% | 358 |
|
|
2022
Q3 | $433K | Buy |
5,724
+1,085
| +23% | +$82.1K | 0.03% | 260 |
|
|
2022
Q2 | $425K | Buy |
+4,639
| New | +$425K | 0.03% | 290 |
|
|
2022
Q1 | – | Sell |
-5,268
| Closed | -$575K | – | 511 |
|
|
2021
Q4 | $575K | Buy |
+5,268
| New | +$575K | 0.04% | 265 |
|
|
2020
Q1 | – | Sell |
-1,803
| Closed | -$251K | – | 223 |
|
|
2019
Q4 | $251K | Buy |
1,803
+215
| +14% | +$29.9K | 0.04% | 196 |
|
|
2019
Q3 | $211K | Buy |
+1,588
| New | +$211K | 0.03% | 179 |
|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$212K | – | 111 |
|
|
2018
Q2 | $212K | Buy |
+2,000
| New | +$212K | 0.07% | 90 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$73.7K | – | 85 |
|
|
2016
Q2 | $73.7K | Buy |
+1,000
| New | +$73.7K | 26.81% | 1 |
|